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- ZoomInfo (ZI): AI-powered Copilot and Unique B2B Database Drive Strong Buy Rating
ZoomInfo (ZI): AI-powered Copilot and Unique B2B Database Drive Strong Buy Rating
Ticker: ZI | Price: 18$ | Price target: 31$ | Timeframe: 36 months | Source: Seeking Alpha 🤖 Artificial Intelligence | 🚀 Strong Buy | 📈 Bullish idea
Kristoffer Lindström
February 20, 2024
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STOCK IDEA - Zoominfo
ZoomInfo (ZI): AI-powered Copilot and Unique B2B Database Drive Strong Buy Rating
ZoomInfo (ZI), a leading B2B data provider, is a promising stock set for significant growth owing to its recent development, the "AI-powered Copilot." The company's impressive business model, revolving around its unmatched B2B data asset, promises strong scale benefits. It has created high switching costs, evidenced by customers' returns due to unreliable data elsewhere. Furthermore, the deployment of AI, particularly in their latest offering, the AI Copilot, sets to not only streamline marketing and sales efforts but also enhance the platform's worth as data gets enriched. Considering the conservative guidance for 2024, which leaves out the higher price points for AI-enhanced seats, an above-expectation revenue growth is anticipated. ZI is financially stable and industry-competitive, with an adjusted operating margin of 39% and ongoing aggressive share buyback. At a seemingly reasonable value, trading at 17.2x its unlevered free cash flow and with easing headwinds, it's an attractive buy with a 75% upside.
Ticker: ZI | Price: 18$ | Price target: 31$ | Timeframe: 36 months | Source: Seeking Alpha
🤖 Artificial Intelligence | 🚀 Strong Buy | 📈 Bullish idea
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